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Full Integration Capabilities for DEAR Inventory/Cin7 Core
Full Integration Capabilities for DEAR Inventory/Cin7 Core
Understand exactly what we integrate between Prospect CRM and DEAR Inventory/Cin7 Core
Updated over a week ago

What is DEAR Inventory?

DEAR Inventory (becoming Cin7 Core) is an Inventory Management system for Manufacturers, Wholesalers, and Distributors, and integrates tightly to Prospect CRM.

What do we integrate?

Integration is our thing! We don't just integrate a few bits of data, or add a few basic links, we do proper integration. Our integration layer is two-way, constantly running and updating data from taxes and currencies, to customers, products, inventory, orders, shipments and invoices.

Customers

Feature

Explanation

Customer Account Code

This gets imported into the Sales Ledger ID field. It's our unique identifier for each customer account. The customer account code is not visible in the DEAR (becoming Cin7 Core) interface but it is a random assortment of letters & numbers such as '7a8f439b-fa87-4795-a085-385ce8b133f9'.

Company Name

We import the Company Name when we sync any new Companies from DEAR (becoming Cin7 Core) Inventory, and when a new customer account is created from Prospect CRM into DEAR Inventory (becoming Cin7 Core). There is no constant sync of the company name once the company/account has been created.

Company Phone Number

We import the Company Phone Number when we sync any new Companies from DEAR Inventory (becoming Cin7 Core), and when a new customer account is created from Prospect CRM into DEAR Inventory (becoming Cin7 Core). There is no constant sync of the Company Phone Number once the company/account has been created.

Company Type

Company Type will be automatically set to either Customer or Supplier depending on the account type within DEAR Inventory (becoming Cin7 Core).

Posting Account Manager to DEAR Inventory (becoming Cin7 Core) Sales Rep

We set the DEAR Inventory (becoming Cin7 Core) Sales Rep from our Account Manager field when a new customer account is created from Prospect CRM into DEAR Inventory (becoming Cin7 Core). There is no constant sync of the Account Manager once the company/account has been created.

Please note the user name needs to match exactly otherwise the sales rep will not set. Click here to enable posting of DEAR (becoming Cin7 Core) Sales Rep.

Contacts (Name, Email Address, Phone numbers etc.)

We import the DEAR Inventory (becoming Cin7 Core) Contacts when we sync any new Companies from DEAR Inventory (becoming Cin7 Core), and when a new customer account is created from Prospect CRM into DEAR Inventory (becoming Cin7 Core). There is no constant sync of the Contacts & Contact Information once the company/account has been created.

Address

We import the main Address when we sync any new Companies from DEAR Inventory (becoming Cin7 Core), and when a new customer account is created from Prospect CRM into DEAR Inventory (becoming Cin7 Core). There is no constant sync of the main Address once the company/account has been created.

Delivery Addresses

We do have an automatic sync of this, so if it is changed in Dear Inventory (becoming Cin7 Core) it will sync back to the CRM.

Default Price Tier

We do have a constant sync of the customer's Default Price Tier, so if it has changed in DEAR Inventory (becoming Cin7 Core) it will sync back to the CRM. You can set the Default Price Tier when creating a new DEAR Inventory (becoming Cin7 Core) customer account from Prospect CRM.

Default Payment Terms

We do have a constant sync of the customer's Default Payment Terms, so if it has changed in DEAR Inventory (becoming Cin7 Core) it will sync back to the CRM. You can set the Default Payment Terms when creating a new DEAR Inventory (becoming Cin7 Core) customer account from Prospect CRM.

Credit Limit

We import the customer's credit limit but we do not import the balance as this is not available within DEAR Inventory's (becoming Cin7 Core) API (this has been logged with DEAR Inventory/Cin 7 Core).

Products

Note: All information is synced every 15 minutes from DEAR Inventory (becoming Cin7 Core).

Feature

Explanation

Product SKU

The unique identifier for the product. Please note Product SKU can be changed in DEAR Inventory (becoming Cin7 Core), and if done so we will create a duplicate product if the product SKU is changed.

Product Description

Constantly syncs if changed in DEAR Inventory (becoming Cin7 Core).

Selling Price

Standard Selling Price is constantly synced, and will be used on quotes if no price tiers are selected.

Price Tiers

We import all Price Tiers for products and use the customer's default when doing quotes & orders via Prospect CRM. You can view the Price Tiers for a product on the product record in the CRM.

Stock Levels

Stock will be imported from all warehouses setup in Unleashed.

You can see the total Stock Level, and individual Stock Level in the different warehouses on the product record.

Product Next Available Date

Need to use 'Advanced Purchases' for this to work within DEAR Inventory (becoming Cin7 Core). You will also need to use 'CRM Standard Stock Calculation'. Only populates the Product Date Next Available not the Stock by Warehouse Date Next Available field.

Product Images

We can import the Product Images from DEAR Inventory (becoming Cin7 Core) if enabled in the system settings. Click here to learn more.

DEAR Inventory (becoming Cin7 Core) Extended Description

Can be imported into either the Extended Description, Internal Notes or Specification CRM fields. You can select which field you import to within the System Settings.

Extended Description can be pulled through to the quote table for the customer, so if these notes are useful additional information about the product that is customer facing it should go into the Extended Description.

DEAR Inventory (becoming Cin7 Core) Short Description

This system option defines which field in the CRM is updated with the Product Short Description field from DEAR Inventory (becoming Cin7 Core). The Specification field supports HTML. The CRM Extended Description field only supports plain text but can be used, and even amended on a quote or order line. The Internal Notes field only supports plain text and is not typically shared with customers.

Product Category

Will be imported to our Product Category field and this can be used on the Magic Matrix.

Unit Weight

Is imported into our unit weight description field and can be displayed on a quote table. Click here to learn more.

Sellable Flag

When we import products from DEAR Inventory (becoming Cin7 Core) if the sellable flag is set to No, we will import the product as obsolete.

Service Items

Service items are additional costs such as labour or delivery. We import these items as products so they can be added to orders.

Cost Price

We import DEAR Inventory’s (becoming Cin7 Core) Average Cost price as the cost price for the product. For more information on how DEAR’s (becoming Cin7 Core) average cost price is calculated click here.

Sales Orders

Feature

Explanation

Sales Orders Confirmed into DEAR Inventory (becoming Cin7 Core)

We will import any sales orders entered directly in DEAR Inventory (becoming Cin7 Core) to Prospect CRM under the Sales Order & Sales Transaction Report Entities.

Products

Any products on the order will be posted through to DEAR Inventory (becoming Cin7 Core). Please note that the product description will just use whatever the product description is in DEAR Inventory (becoming Cin7 Core).

Prices

The price entered on the order line will post through onto the order. This will not change the price for any future orders.

Any default special prices need to be set in DEAR Inventory (becoming Cin7 Core) on the customer account.

Discount Per Line

Discount entered on the order line will post though onto the order. This will not change discounts for any future orders.

Any default discounts need to be set in DEAR Inventory (becoming Cin7 Core) on the customer account.

Extended Description

Any notes entered in the extended description on the order line will be posted into the line comments within DEAR Inventory (becoming Cin7 Core) on the order.

Delivery Notes

Any notes entered in the delivery notes will be posted into the Sale Note field in DEAR Inventory (becoming Cin7 Core).

Delivery Address

The delivery address will default to the company's address but this can be changed to any saved delivery address or by entering a new address. This will post through to the delivery address in DEAR Inventory (becoming Cin7 Core) on the order.

Tracking Numbers

Tracking numbers for delivery updates can be imported into the

'DeliveryTrackingReferences' field on sales order header.

Customer Order Reference

Any reference entered here will be posted into the Customer Reference field on the sales order in DEAR Inventory (becoming Cin7 Core).

Warehouse

Warehouses will be imported from DEAR Inventory (becoming Cin7 Core), the user can select the required warehouse for the sales order and this will post through to DEAR Inventory (becoming Cin7 Core). The warehouse will also default to the customer's default warehouse.

Sales Status

Within our system settings you can choose a default DEAR Inventory (becoming Cin7 Core) sales status for orders confirmed from CRM to DEAR Inventory (becoming Cin7 Core). The status options are either a Authorised Sale or Draft Sale. Click here to learn more.

Sales Type

Within our system settings you can choose a default DEAR Inventory (becoming Cin7 Core) sales type for orders confirmed from CRM to DEAR Inventory (becoming Cin7 Core). The sales type options are either Advanced Sale or Simple Sale. You can't do part shipping with simple sales. Click here to learn more.

Payment Receipts

We post payment receipts only for Simple Sale types.

Voided Orders

Any orders voided in DEAR Inventory (becoming Cin7 Core) will be removed entirely from the Sales Transactions page on the Company level. But the CRM Order will remain if processed from Prospect CRM.

Paid Flag

We import the Paid Flag within the Sales Transaction entity. This can be added to the Sales Transaction page.

Memo

The CRM Memo field within the Quote/Sales Order Details page will post any notes added through to the DEAR Inventory (becoming Cin7 Core) Memo field on the Sales Order.

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